managing discovery and linking services
TRANSCRIPT
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May 27 – 30, 2015
Leanna Jantzi, Capilano University
Jennifer Richard, Acadia University
Sandra Wong, Simon Fraser University
MANAGING DISCOVERY AND
LINKING SERVICES
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AGENDA
• Trend towards consolidation of services for Discovery, Link Resolving and ERMs.
• About SFU’s reSearcher suite (CUFTS/GODOT)
• Case Studies:
• Simon Fraser University – Proquest’s Summon
• Acadia University – Ex Libris’ Primo
• Capilano University – EBSCO Discovery Service (EDS)
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ACADEMIC LIBRARY - MULTIPLE SYSTEMS
http://ihome.ust.hk/~lblkt/diploma/libauto/libauto.html
Link Resolver and
Knowledgebase
Library Website
Off-campus
authentication
ERMS
Libguides
Institutional
Repository
Journals
and
Databases
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Discovery Layer
WEB SCALE DISCOVERY
Federated Searching Tools
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CONSOLIDATION OF LIBRARY SERVICES
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reSearcher Suite Components
CUFTS
(2002)
ERM (2008)
GODOT
(1997)
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ABOUT CUFTS / GODOT – OPEN SOURCE
▪ CUFTS• The knowledgebase• CJDB: Public A – Z electronic journals listing• http://cufts2.lib.sfu.ca/CJDB4/BVAS
▪ GODOT • OpenURL link resolver and ILL/doc del requesting
software.• Searches CUFTS and partner library catalogues.• Auto populates interlibrary loan forms with data –
unmediated requesting.
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CUFTS ERM – OPEN SOURCE
• Electronic Resource Management System
• Resource and License records.
• Provider records (publishers/platforms, institutional administrator logins).
• Basic COUNTER data storage and SUSHI retrieval for usage statistics.
• Public A – Z listing of databases (CRDB)
• http://cufts2.lib.sfu.ca/CRDB4/BVAS
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Medium sized public university offering undergraduate and graduate degrees. 20 203 FTEs.
3 campuses (but single site status – one administration/president).
No medical school (but Faculty of Health Sciences).
No law school (but School of Criminology).
SIMON FRASER UNIVERSITY
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SFU SYSTEM INFORMATION
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SUMMON
• Signed up in Spring 2010.
• We branded it Fast Search in case we decided to switch vendors at a later date, didn’t want to be tied to the Summon brand name.
• Catalogue records delivered daily by FTP.
• Scripted and automated.
• Electronic journal holdings added through the Serials Solutions Client Center and 360 Core.
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DUAL KNOWLEDGEBASE MANAGEMENT
Serials Solutions
360 CoreCUFTS
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TYPES OF TARGETS IN A KNOWLEDGEBASE
1. Auto-activated targets
• Aggregator packages: EBSCO, Gale, Proquest full text databases.
• Big Deal Packages:
• ACM Digital Library, JSTOR Archive collections, Project Muse
2. Managed targets – partially activated
• We subscribe to only some of the titles in this database.
• Library specific holdings/entitlements.
• Ingenta Connect (136 of 6554)
• Highwire Press (78 of 1443)
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HOW TO MANAGE 2 KNOWLEDGEBASES
• CUFTS takes priority because it is our primary A-Z journal listing and knowledgebase for our link resolver.
• The Summon knowledgebase is only for indexing purposes – not for full text linking.
• Index-enhanced linking (direct linking) not introduced until 2011 in Summon.
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FAST SEARCH
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SERIALS SOLUTIONS 360 CORE - TIMELINE
• 2011 – project given to technical services support staff to update holdings in Serials Solutions once/year.
• Support staff not familiar with publishers, providers, platforms and licenses to make independent decisions.
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LACK OF STANDARDIZATION ACROSS KBS
• Different names for the targets and providers.
• Different # of titles in similar sounding targets between CUFTS and 360 Core.
• Multiple targets to choose from, including potentially ceased targets.
• This work required a level of knowledge/familiarity with license terms and journal publishing to select the appropriate target and apply updates.
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WHICH WILEY MATCHES OUR WILEY?
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SERIALS SOLUTIONS 360 CORE - TIMELINE
• 2012 – CRKN Serials Management Task Group formed.
• CRKN targets in link resolver service providers for CRKN big deal journal packages.
• Elsevier, Wiley, Springer, T&F• Cambridge and Oxford University Presses• ACS, RSC, IOP, Sage, Erudit, CAIRN
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CRKN SERIALS MANAGEMENT TASK GROUP
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LIBRARY SEARCH
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LIBRARY SEARCH – BENTO BOX RESULTS
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SERIALS SOLUTIONS 360 CORE - TIMELINE
• 2013 – Continue with minor maintenance to account for platform changes for publishers, journal transfers, new databases and cancellations.
• 2013 – Serials Solutions reveals unique 3 digit code for databases/targets in 360 Core.
• 2014 – SFU investigates automated procedures for updating our holdings in Serials Solutions.
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SERIALS SOLUTIONS CLIENT CENTRE - TIMELINE
• 2014/2015 – our systems analyst created a program using the 3 digit PQ code.
• Electronic Resources Librarian adds the PQ 3 digit code to partially activated resources.
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PARTIALLY AUTOMATED SOLUTION
360 Core CUFTS
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PARTIALLY AUTOMATED SOLUTION
360 Core CUFTS
118 000 + Electronic Journals
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CHALLENGES AND OBSERVATIONS
• At SFU, in spite of neglecting 360 Core for almost 4 years – relatively few reports of false hits and broken links for the size of our online collection.
• Patrons no longer reporting broken links and moving onto the next result.
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Last name and employee ID numberLast name and employee ID number
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COLLECTIONS & BUDGET
10%
90%
Print Electronic
$800,000 CDN
62,000 ejournals
140 databases
200,000 ebooks
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SYSTEMS
Retrieved from http://researcher.sfu.ca/
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ACADIA AND NOVANET
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PRIMO CENTRAL INDEX
Hoeppner, Athena. 2012. “The Ins and Outs of Evaluating Web-Scale Discovery Services,” April.
http://www.infotoday.com/cilmag/apr12/Hoeppner-Web-Scale-Discovery-Services.shtml.
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INDIVIDUAL BRANDING
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UNIQUE ISSUES: NOVANET, PRIMO &
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COLLECTIONS & BUDGET
• $336, 400
• 60, 800 e-journals
• 153 databases
• 166, 330 e-books
• 118, 890 streamed media
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SYSTEMS
Retrieved from http://www.iii.com/
Retrieved from http://researcher.sfu.ca/
2015 EBSCO Industries, Inc.
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EBSCO DISCOVERY SERVICE
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KNOWLEDGE BASE MANAGEMENT
CUFTS
EDS
Google Scholar
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KNOWLEDGE BASE MANAGEMENT
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KNOWLEDGE BASE MANAGEMENT
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KNOWLEDGE BASE MANAGEMENT
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PROS
http://pixabay.com/en/service/terms/#download_terms
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CONS
raneko. (2009). 25 years of Apple mouse evolution. Flickr. Retrieved from https://www.flickr.com/photos/raneko/4203965136
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COMMON CHALLENGES & OBSERVATIONS
Creative Commons Deed CC0 http://pixabay.com/en/office-tax-business-finance-620822/
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COMMON CHALLENGES & OBSERVATIONS
Creative Commons Deed CC0 http://pixabay.com/en/page-not-found-404-error-688965/
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ONE EXAMPLE OF TROUBLESHOOTING
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ONE EXAMPLE OF TROUBLESHOOTING
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ONE EXAMPLE OF TROUBLESHOOTING
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ONE EXAMPLE OF TROUBLESHOOTING
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ONE EXAMPLE OF TROUBLESHOOTING
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ONE EXAMPLE OF TROUBLESHOOTING
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ONE EXAMPLE OF TROUBLESHOOTING
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ONE EXAMPLE OF TROUBLESHOOTING
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COMMON CHALLENGES & OBSERVATIONS
By http://www.flickr.com/photos/mamsy/ [CC BY 2.0
(http://creativecommons.org/licenses/by/2.0)], via Wikimedia CommonsCreative Commons Deed CC0 http://pixabay.com/en/globe-ball-glossy-round-earth-
150370/
Retrieved from EDS
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COMMON CHALLENGES AND OBSERVATIONS
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COMMON CHALLENGES & OBSERVATIONS
By http://www.flickr.com/photos/mamsy/ [CC BY 2.0
(http://creativecommons.org/licenses/by/2.0)], via Wikimedia CommonsCreative Commons Deed CC0 http://pixabay.com/en/globe-ball-glossy-round-earth-
150370/